LNWWM
CEV

Laird Norton Wetherby Wealth Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,541
Closed -$130K – 648
2018
Q3 		$130K Hold
11,541
– – 0.02% 649
2018
Q2 		$132K Buy
11,541
+392
+4% +$4.48K 0.02% 622
2018
Q1 		$127K Buy
+11,149
New +$130K 0.02% 627

Other funds holding CEV

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CEV Position: Q4 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Eaton Vance California Municipal Income Trust (CEV) in Q4 2018, closing a stake of 11,541 shares — an estimated $130K sold.

Laird Norton Wetherby Wealth Management first reported a position in CEV in Q1 2018 and held it in 3 quarters. The position peaked at $132K in Q2 2018. 27 funds tracked by Wall St. Rank hold CEV as of Q4 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Eaton Vance California Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,541 Eaton Vance California Municipal Income Trust shares in Q4 2018, an estimated $130K.
  • Laird Norton Wetherby Wealth Management first reported a position in Eaton Vance California Municipal Income Trust in Q1 2018 and held it in 3 quarters.
  • Laird Norton Wetherby Wealth Management's Eaton Vance California Municipal Income Trust position peaked at $132K in Q2 2018.
  • 27 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q4 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.